At True Wealth, we can handle your tax preparation needs whether you are an individual or a small business. We have highly qualified tax professionals and straight-forward pricing to take the tax worry away.
There's no need to go to the high-priced CPA firm and overpay or go to the cheap tax service with less-than-qualified staffers. At True Wealth, we strike the right balance to deliver great service and advice at a reasonable price.
Individual tax return pricing levels are shown below. For new clients, pricing levels will be specified up front. Businesses will receive a customized engagement letter. Schedule your consultation today.
|1040||Level 1||Level 2||Level 3|
|Pricing* (starting at)||$199||$349||$549|
|# of Tax Documents / Forms to Process||Few||Moderate||Many|
|Itemized Deductions (Schedule A)||None||Maybe||Yes|
|Interest & Dividends (Schedule B)||None / Limited||Maybe||Yes|
|Investment Transactions (Schedule D)||None||Maybe||Yes|
|Business or Rental Income (Schedule C, E)||None||May have simple business or a rental property||May have business or a rental properties|
|State||None or simple||None or moderate complexity||None or increasing complexity; multiple states possible|
|City||None or simple||None or moderate complexity||None or increasing complexity; multiple states possible|
|Estimated Tax Vouchers / Underpayment Penalty||None||Maybe||Maybe|
Put your focus back on your business by handing your accounting work over to our firm. When you outsource your accounting function to us, you get a team of professionals working for you. We handle your complex tax and accounting work while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.
Service-based businesses require specialized accounting, tax, payroll and other financial services—and our firm delivers. Our skilled team of financial experts have years of experience helping...read more
Our firm is committed to helping you achieve financial success within your healthcare practice. Our skilled professionals have years of experience in providing...read more
We are dedicated to helping professionals in the real estate industry build a profitable enterprise. Our firm has earned an excellent reputation working with...read more
Our firm specializes in accounting services for the practice of veterinary medicine. We offer extended value to your practice because we truly understand the challenges you face. You operate a medical office, hospital and pharmacy—which translates to complex inventory and ordering activity. Because of our vast experience serving...read more